Posted By
Posted in
Banking & Finance
Job Code
1464338
The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and appropriate products to family offices.
What is the role's objective?
- Responsible to increase the current market share from assigned relationships across Mumbai in both Fixed Income and Equity
- Manage relationship with existing Large, Mid & Small Corporates, and Family Offices
- Acquire new clients across MSME's SME' and Family offices
- Conduct meetings with clients/sales brokers, understand their needs, and suggest appropriate products
- Update clients with the latest market developments and fund house view regularly
- Leverage on MIS and other market data for effective sales
- Observe competition, clients and share timely feedback to the team
Knowledge required for the role:
- Strong knowledge of capital markets and other financial products
- Strong product knowledge
- Business Acumen
- Deep understanding of sales process
Skills required for the role:
- Influence clients and stakeholders
- Deliver good presentations
- Network and use market intelligence for increasing reach in the market
- Familiarity with Microsoft Office
What is the prior experience needed?
- 8 to 15 years of experience in family office Sales or Wealth Management
What qualification you should have?
- MBA or any equivalent degree
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Posted By
Posted in
Banking & Finance
Job Code
1464338